Osaic Wealth

Title: Associate HRIS Analyst Job Description: Location(s): Remote, USA Role Type: Full-time, Exempt Salary: $90,000 - $110,000 + annual performance-based bonus Actual compensation offered will be determined individually, based on several job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits. Summary: The Workday Support Specialist/Associate HRIS Analyst reports to the Director, HRIS and is responsible for Tier II production support, HR technology administration, testing, reporting, and foundational Workday configuration activities. This role partners closely with HR Shared Services, Payroll, Benefits, and business stakeholders to resolve issues, enhance business processes, maintain data integrity, and support continuous improvement of the Workday platform. Education Requirements: Bachelor’s degree in human resources, IT or related field or equivalent years of experience Responsibilities: - Investigate, troubleshoot, and resolve escalated cases and requests sent via Help and the Request business processes - Diagnose and resolve issues related to Workday business processes, routing rules, notifications, and inbox tasks - Monitor and support Workday transactions, ensuring timely resolution in accordance with established service level agreements (SLAs) - Document findings, solutions, and recurring issues to improve support efficiency and user experience - Create and maintain foundational organization structures and assist with core HCM configuration activities under the guidance of Senior HRIS team members. on Workday - Support the creation and maintenance of business process notifications, tasks, and document distribution processes - Perform core HCM data loads using (EIB) and validate outcomes for accuracy - Assist with core HCM builds such as Distribute Documents or Tasks and notifications - Create and maintain knowledge articles, job aids and standard operating procedures - Recommend opportunities to improve workflows, user experience, and support processes - Participate in HR technology projects and continuous improvement initiatives - Support reporting requests through Workday delivered and custom reports - Analyze data discrepancies and partner with stakeholders to identify root causes - Participate in audits and data validation activities to ensure system accuracy and compliance - Assist with producing recurring operational and compliance reports - Execute User Acceptance Testing (UAT) and regression testing for Workday releases, enhancements and projects. Operational Support - Perform weekly, monthly, quarterly and yearly system tasks (year-end tasks, audits, alert action steps, etc.) - Participate in HR technology projects and continuous improvement initiatives Basic Requirements: - 2 to 3 years experience in HRIS Level 2 support utilizing cases with service level agreements (SLAs) - 1 to 3 years hands-on configuration experience in Workday Core HCM - Proficiency in creating and editing business processes, custom reports and dashboards - Strong Excel and reporting skills - Excellent written and verbal English communication skills - Ability to work across time zones - Highly detail-oriented with strong data accuracy and problem-solving abilities - Comfortable with evolving scope and adapting to additional HRIS skillsets - Experience configuring multiple Workday products preferred but not required - Strong analytical mindset with excellent communication and collaboration skills Preferred Requirements: - Strong problem-solving skills and ownership mindset - Proactive, positive, and collaborative approach - Analytical mindset with attention to detail and data accuracy - Strong communication and stakeholder management skills - Ability to work under pressure and adapt to evolving role scope - Strong commitment to following SOPs, governance standards, and testing procedures Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

• responsible for Tier II production support, HR technology administration, testing, reporting, and foundational Workday configuration activities • partners closely with HR Shared Services, Payroll, Benefits, and business stakeholders to resolve issues, enhance business processes, maintain data integrity, and support continuous improvement of the Workday platform • diagnose and resolve issues related to Workday business processes, routing rules, notifications, and inbox tasks • monitor and support Workday transactions, ensuring timely resolution in accordance with established service level agreements (SLAs) • document findings, solutions, and recurring issues to improve support efficiency and user experience • create and maintain foundational organization structures and assist with core HCM configuration activities under the guidance of Senior HRIS team members • support the creation and maintenance of business process notifications, tasks, and document distribution processes • perform core HCM data loads using (EIB) and validate outcomes for accuracy • assist with core HCM builds such as Distribute Documents or Tasks and notifications • create and maintain knowledge articles, job aids and standard operating procedures • recommend opportunities to improve workflows, user experience, and support processes • participate in HR technology projects and continuous improvement initiatives • support reporting requests through Workday delivered and custom reports • analyze data discrepancies and partner with stakeholders to identify root causes • participate in audits and data validation activities to ensure system accuracy and compliance • execute User Acceptance Testing (UAT) and regression testing for Workday releases, enhancements and projects • perform weekly, monthly, quarterly and yearly system tasks (year-end tasks, audits, alert action steps, etc.)

• Responsible for the design, testing, implementation, and administration of the Workday HRIS and other HR technologies • Maintain proper change management documentation to satisfy the company’s internal/external audit controls and compliance practices • Support twice-annual upgrades and annual HCM processes, such as performance, calibration, and compensation review • Maintain day-to-day HRIS operations across the modules to support system governance and performance • Provide ad-hoc support to business and end users via cases and tickets logged in Workday Help • Proactively monitor new features released by Workday and advocate for appropriate adoption plans • Triage, diagnose, and resolve issues originating from end-users, business process events, and integration events • Lead and manage assigned projects: plan, design, build, test, release, learn • Create and maintain end-user training documentation

• Strategic partner to the President of the RIA business responsible for driving enterprise execution across M&A, investment platform oversight, and organizational effectiveness. • Translate RIA priorities into actionable plans; drive cross-functional execution and accountability across leadership teams. • Support CEO with deal pipeline: sourcing, diligence, negotiation, and execution. • Lead post-close integration and manage relationships with acquired firm principals to ensure retention and performance. • Provide governance across manager selection, due diligence, and portfolio construction. • Partner with investment leadership on platform evolution, including alternatives and UHNW solutions. • Support leadership effectiveness, team performance, and key HR-related escalations. • Ensure alignment with SEC requirements and enterprise risk standards. • Contribute to AUM growth strategy across advisor channels and regions. • Serve as the primary escalation point to Osaic for deal execution and key initiatives, ensuring alignment and proactively removing barriers to delivery.

• Representative will offer, solicit offers, and sell such products and services that have been expressly approved in advance by Osaic Institutions • comply with all applicable laws, rules, regulations and statements of policy • deliver or cause to be delivered to the customer, in accordance with all applicable securities, investment advisory and insurance laws, rules and regulations, a current prospectus, offering memorandum, applicable Form ADV or such other documents that may be in effect and are required to be disclosed • fully explain the items and conditions of the purchase or sale of securities and insurance products and investment advisory services to the customer or prospective customer • conduct his or her actions as an investment adviser representative under the Investment Adviser’s Act of 1940 • furnish to the customer and prospective customers such other disclosure forms as required by Osaic Institutions’ policies and procedures

• Responsible for leading the field-based regional sales and consulting efforts • Driving advisor engagement, promoting adoption of the Wealth Management Platform, driving asset shift on platform, and growing advisory assets across the firm • Overseeing regional consultants, collaborating with internal partners, and ensuring alignment between the field and home office sales strategy • Lead and mentor a team of regional sales consultants responsible for driving WMP adoption and revenue growth • Equip the field with messaging, positioning, and resources needed for effective advisor engagements • Oversee territory planning, prioritization, and advisor segmentation strategies to maximize sales impact • Ensure consistent execution of sales campaigns and initiatives throughout all field regions • Deepen relationships with high value advisors, providing consultative guidance on advisory adoption and practice transformation • Support recruiting, onboarding, and retention efforts through field meetings, Home Office Visits, and advisor events • Coordinate closely with internal sales leadership to ensure seamless alignment between internal and external sales motions

• Responsible for driving sales strategy and financial planning adoption for a defined region of advisors • Educating and promoting the benefits of fee-based business • Facilitating adoption of the firm’s advisory technology • Introducing appropriate investment managers based on the client’s needs • Helping advisors grow their overall advisory businesses • Executing a virtual regional strategy focused on managing the region’s top opportunities and maintaining a fluid sales pipeline • Working closely with internal counterparts to manage sales strategy for the region • Drive impactful interactions and events – inviting the right advisors, creating, and delivering content, managing meeting follow-up • Partnering with investment management companies to deliver collateral, share leads, and co-present

• Analyze readership and engagement data across internal channels • Support communication tests and pilot experiments • Create concise insight summaries and visuals

• Engage directly with customers – over 11,000 Financial Professionals • Help grow and support their firms • Work closely with team members in operational and transactional activities • Perform a variety of administrative and sales support activities • Act as a liaison between investment executive and clearing firm, fund company, and carrier • Maintain electronic client files and documentation on web-based software • Provide highest level of service and responsiveness to customers • Ensure client satisfaction continues to be a distinguishing selling point

• Prepares and executes transition plans for new Financial Professionals • Manages regular touchpoints with transitioning Financial Professional to instill confidence in the onboarding process and ensure excellent communication occurs. • Closely monitors the asset transfers for the financial professionals by providing hands-on support and monitoring/resolving any NIGOs. • Acts as an advocate for the transitioning Financial Professionals with any other areas across the organization to push for resolution, escalation of issues, and responsiveness to any questions. • Manages cross-organizational projects. • Must be able to build effective business relationships with internal departments, financial professionals and external service providers.